Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.74M Hold
99,464
0.12% 94
2025
Q1
$4.21M Buy
99,464
+36,720
+59% +$1.56M 0.1% 106
2024
Q4
$2.74M Sell
62,744
-146
-0.2% -$6.36K 0.07% 133
2024
Q3
$2.84M Sell
62,890
-370
-0.6% -$16.7K 0.07% 129
2024
Q2
$2.95M Buy
63,260
+12,002
+23% +$559K 0.09% 121
2024
Q1
$2.99M Buy
51,258
+8,143
+19% +$474K 0.1% 108
2023
Q4
$2.3M Buy
43,115
+7,762
+22% +$414K 0.09% 114
2023
Q3
$1.37M Buy
35,353
+6,593
+23% +$256K 0.07% 137
2023
Q2
$1.27M Buy
28,760
+14,672
+104% +$649K 0.06% 152
2023
Q1
$531K Hold
14,088
0.03% 215
2022
Q4
$421K Sell
14,088
-290
-2% -$8.67K 0.03% 243
2022
Q3
$336K Buy
14,378
+3,423
+31% +$80K 0.02% 231
2022
Q2
$295K Buy
10,955
+2,912
+36% +$78.4K 0.02% 309
2022
Q1
$280K Buy
+8,043
New +$280K 0.01% 306